In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:
Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.
Tune in now and learn how annuities and Roth conversions can work for you!
Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned. Today's topic is a continuation of the last...
In this episode, Marty Becker, founder of Atlas Financial Strategies, dives into the details of the Ibexis Fixed Indexed Annuity. Whether you've been offered...
In this episode, we talk about why some people don’t use guaranteed income annuities for their retirement, even though these tools can give you...